We start with this week’s Big Read by Chris Akers on Europe’s stand-out stocks, which have been beating their US counterparts. Chris lays out the background for the piece, the positives and the negatives on the continent, and highlights the sectors and countries investors may be particularly interested in.

Next up, investment clubs. Many of our listeners will be well-versed on the topic, but for those who are not, Holly McKechnie lays out what they are, the number of clubs in the UK at the last count and their future in light of Interactive Investors’ announcement.

Last up, Mark Robinson talks through Uniphar’s (UPR) latest results. The Irish Aim-traded pharmaceutical company’s share price has doubled in the past year, so Mark and Dan unpack what went right and how tariffs may affect the business.

Timestamps

1:22 European markets

15:21 Investment clubs

23:34 Uniphar

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We start with commodities expert Alex Hamer, the author of this week’s Big Read on nuclear power. Tech giants' need for the contentious energy source has revived plants around the globe. Alex unpacks what this means for the industry so far, and the prospects for the uranium market and small modular reactors (SMRs).

Next up, the world’s most valuable company, Nvidia (NVDA). New York-based reporter Arthur Sants discusses the company’s latest results, the uncertainty regarding sales to China, as well as Intel’s two recent big investors: the US government and SoftBank. Alex Newman also weighs in on the subject.

Mark Robinson covers Boohoo’s (DEBS) recent, delayed results, which showed some overhang from its old business. It’s move to be a third-party seller, similar to that of M&S (MKS) and Next (NXT) could be fruitful, but the competition is rife. Listen to find out more.

Timestamps

1:30 Nuclear

15:48 Nvidia

37:07 Boohoo

Read more on these topics

How to invest in the world’s nuclear future

Nvidia beats expectations despite China uncertainty

Boohoo cuts inventories and capex

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We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a region where it sees a big opportunity. Mark and Dan discuss how both its US and UK arms are faring, as well as its valuation case.

Next up, Holly McKechnie discusses our latest Big Read on beating the trap of leasehold properties. Holly and Dan unpack everything from how to spot issues when renting or buying a leasehold to the impact Labour’s reforms will have.

Last up, Valeria Martinez covers whey-based protein products producer Applied Nutrition (APN). Its second-half results showed good performance thanks to well-received product launches. Valeria explains why momentum is on the company’s side.

Timestamps

1:25 PensionBee

18:00 Leaseholds

34:48 Applied Nutrition

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We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of global performances, and what the business’s valuation appears to be.

Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind the piece, how it can help find stocks trading at less than their worth, and how to tell if a company is focusing on the right part of a business.

Lastly, Julian Hofmann covers Novo Nordisk (DK:NOVO.B), which saw shares rise after Eli Lilly’s (US:LLY) oral weight-loss pill underwhelmed regulators. Competition is still fierce in the sector, but a new Novo CEO could give the company the boost it needs.

Read more on these topics

How to spot undervalued shares

Deep Dives

Timestamps

1:16 Savills

13:41 Spotting undervalued shares

26:33 Weight loss drugs

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This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wider sector – is truly on the road to recovery.

Our big read of the week looks at six different ways of pension planning. Personal finance editor Val Cipriani analyses the all-important topic of how to make your money last in your retirement.

Finally Valeria Martinez looks at recent results from consultancy turned activist investor Science Group, which is sitting on excess cash made from its stake in rival Ricardo earlier this year.

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Timestamps

1:38 Jupiter

13:35 Retirement Strategies

24:44 Science Group

Midroll 24:43

Find out more about these topics:

One-third drop in Jupiter’s earnings clouds recovery hopes

How to find your ‘retirement profile’ – and how to invest for it

Science Group cashes in on Ricardo activist campaign

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This week, Centrica (CNA) announced it had acquired 15 per cent of the East Suffolk Sizewell C nuclear plant. Commodities expert Alex Hamer looks into the deal and how it will affect taxpayers and shareholders, alongside Centrica’s latest results.

Next, Mike Fahy covers our Big Read on global hidden gem companies. Dan and Mike unpack some of the stocks included and why we chose them, and the ways investors can access them.

Last up, Hugh Moorhead joins the panel to discuss two companies that need little introduction: Coca-Cola (US:KO) and PepsiCo (US:PEP). Hugh looks at the differences between their operating models, pricing power, and innovations. Listen to find out everything investors need to know.

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Timestamps

1:28 Centrica

14:58 Global hidden gems

25:38 Coke versus Pepsi

Find out more about these topics:

Centrica sizing up nuclear ambition

Hidden gem stocks from around the world

Coke versus Pepsi: Why investors have a clear favourite

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After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.

As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.

Timestamps

00:13 Introduction

00:51 Lord Lee’s take on the market

2:54 The government’s growth agenda

4:58 M&G

9:36 PZ Cussons

13:04 Treatt

15:32 Listen question on Cerillion

18:02 Braemar’s decision to cut its dividend

20:58 Reduction in Supermarket Income Reit

22:48 Two new positions

28:19 Updates from Lord Lee’s long-term holdings

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We begin with Alex Newman, who covers the recent results from an early-stage solid state battery technology company Ilika (IKA). It focuses on batteries for the ‘internet of things’, metech and EVs, and shares have run up recently. Alex reveals what there is for investors to get excited about and what to be wary of.

We move on to last week’s annual Top 50 ETFs special report. Dave Baxter has refreshed the IC’s best-buy list to provide readers and listeners with new ways to build the best portfolio while keeping an eye on costs. Listen to find out what made the list, what’s been dropped and the challenges facing investors.

Last up, results from Trifast (TRI), a fastener supplier, which is trying to bounce back from a difficult period. Christopher Akers unpacks what held the company back in recent years, how tariffs are impacting the business and the ways it’s looking to become “more dynamic”.

Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube

Timestamps

1:20 Ilika

17:09 Top 50 ETFs

27:33 Trifast

Find out more about these topics:

IC Top 50 ETFs

Trifast returns to profit as margins expand

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